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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Nichols who wrote (6251)9/13/1999 11:42:00 AM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
Nichols, speaking for myself, what we have here is the downside of not having a diversified portfolio. LB had 100%. I had 50%. When you are watching your portfolio decay at such a rate, the GG rules become difficult to abide by.

If I had 25% of my portfolio in Q, I probably wouldn't panic, but I panicked.

Seeing LB sell was "the camel that broke the straw's back" (not a typo) for me.

I have lost sleep about Q recently. Obviously, "betting the farm" should not be my investment style.



To: Nichols who wrote (6251)9/13/1999 7:34:00 PM
From: HeyRainier  Respond to of 54805
 
There's a tendency for the mutual fund folks to say that they're in it for the "long term." Long term, however, seems to mean, "As long as it's going up." That little flu appears to have been caught by Q holders, if you know what I mean.

RT


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